I need to do a custom gross profit % formula that takes our service costs out of the total price of the job.
Here is what I tried along with several longer versions where I don't reference formulas,
I put .001 in the formula to get rid of the divide by zero error. On the document I've used for testing, this should yield 18.12, but it gives me -332.
Profit amount when not in a formula shows- 11,050.10
Extended Price when not in a formula shows- 64,295
formula service_total shows- 3,325
Thanks for sharing that.
If you were able to take a quote, go File > Export to Document Transport File - that should give me the ability to import your quote into my QuoteWerks system. I'll then be able to see exactly what you're experiencing and, hopefully, advise of the issue/fix.
Here is a completely made up quote for a garage door. Once the service costs are taken out of the revenue for margin calculation, the margin should be 50%.
Really struggling to see this.
I previewed your layout with example quote and it shows (I presume we're looking at VLS Margin?) at 49%
I set this to display 2 decimal places, but suppressing trailing zeros.
This gives me 50%
Am I doing something wrong?
Would it be easier to have a screen sharing session and you can show me?
Thank you Matt. That was a perplexing issue but you helped me solve it.
Resolution was to reference a header field for price instead of document lines: documentheaders->profitamount/(documentheaders->subtotal-calc->service_total)*100
There might be something with summarization totals causing the sorts of number problems here.
Are you able to share your layout and an example quote?
I've attached the layout. I can get you a PDF of a fake quote with widgets and super high numbers although the quote won't show you the costs. Do you want the quote/costing in a different form?
The "service_total" portion is a summation of other formulas- calc->travel_exp+calc->startup
I have attempted to replace the formula reference (calc->service_total) with its formula (calc->travel_exp+calc->startup), which didn't work. I also tried substituting those formula references with their actual data and had no change in the results.
All of the various formulas work fine as written when standalone.